TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.18M
3
+$8.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.54M

Top Sells

1
+$11.5M
2
+$5.63M
3
+$3.1M
4
DOCU icon
DocuSign
DOCU
+$2.45M
5
OLED icon
Universal Display
OLED
+$2.04M

Sector Composition

1 Technology 10.75%
2 Financials 8.05%
3 Healthcare 7.32%
4 Communication Services 5.23%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.08M 0.19%
259,561
-43,978
127
$3.99M 0.19%
51,440
-3,225
128
$3.89M 0.18%
17,134
-3,595
129
$3.89M 0.18%
19,637
-299
130
$3.89M 0.18%
74,560
+3,880
131
$3.88M 0.18%
63,936
+19,605
132
$3.85M 0.18%
72,516
-2,194
133
$3.84M 0.18%
59,609
+18,837
134
$3.83M 0.18%
23,787
+3,456
135
$3.82M 0.18%
17,593
+490
136
$3.82M 0.18%
13,822
+597
137
$3.82M 0.18%
76,224
+714
138
$3.81M 0.18%
30,408
+1,759
139
$3.81M 0.18%
41,426
-13,228
140
$3.78M 0.18%
21,545
-3,977
141
$3.78M 0.18%
76,937
+9,936
142
$3.77M 0.18%
15,342
+534
143
$3.69M 0.17%
28,944
-2,802
144
$3.67M 0.17%
40,639
+2,454
145
$3.62M 0.17%
21,225
+2,270
146
$3.61M 0.17%
11,159
+2,441
147
$3.57M 0.17%
49,074
-1,674
148
$3.57M 0.17%
26,474
+4,735
149
$3.53M 0.16%
95,414
+2,499
150
$3.5M 0.16%
23,285
-483
4 5
6
7 8